Liberty Tax Service vs ATAX Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of Liberty Tax Service vs ATAX including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees

 
Liberty Tax Service Franchise
ATAX Franchise
Investment $58,700 - $71,900 $17,450 - $76,699
Franchise Fee $40,000 $10,000 - $25,000
Royalty Fee 14% 10%
Advertising Fee 5% 5%
Year Founded 1972 1986
Year Franchised 1973 2007
Term Of Agreement Perpetual -
Term Of Agreement Perpetual -
Renewal Fee - -


Business Experience Requirements

 
Liberty Tax Service Franchise
ATAX Franchise
Experience
  • General business experience
  • Marketing skills
  • Customer service experience
  • -

    Financing Options

     
    Liberty Tax Service Franchise
    ATAX Franchise
      In-House/3rd Party In-House/3rd Party
    Franchise Fees No/No -/-
    Start-up Costs Yes/Yes -/-
    Equipment Yes/Yes -/-
    Inventory Yes/Yes -/-
    Receivables Yes/Yes -/-
    Payroll Yes/Yes -/-

    Training & Support

     
    Liberty Tax Service Franchise
    ATAX Franchise
    Training We'll start with a week-long session at our corporate office in Virginia Beach, VA; follow it up with online and printed manuals, traditional and non-traditional training methods, webinars, onsite training, off-site training, conference calls and newsletters. In short, we believe in training. On-The-Job Training: 20 hours Classroom Training: 40+ hours Additional Training: Additional training in various cities -
    Support Competitive advantage, population trends, traffic counts, visibility and more-you won't go it alone. Our team of experienced Site Selectors works one-on-one to locate, negotiate and sign the perfect location for your Liberty Tax office. And with available territories throughout the US and Canada, we're fairly certain we can find the right location, right in your hometown. Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform -
    Marketing Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app -
    Operations 50% of all franchisees own more than one unit

    Number of employees needed to run franchised unit: 5 - 10

    Absentee ownership of franchise is allowed. (98% of current franchisees are owner/operators)

    -

    Expansion Plans

     
    Liberty Tax Service Franchise
    ATAX Franchise
    US Expansion Yes -
    Canada Expansion Yes -
    International Expansion Yes -

    Start-Up Costs and Fees Mobile

    Investment
    Liberty Tax Service Franchise
    $58,700 - $71,900
    ATAX Franchise
    $17,450 - $76,699
    Franchise Fee
    Liberty Tax Service Franchise
    $40,000
    ATAX Franchise
    $10,000 - $25,000
    Royalty Fee
    Liberty Tax Service Franchise
    14%
    ATAX Franchise
    10%
    Advertising Fee
    Liberty Tax Service Franchise
    5%
    ATAX Franchise
    5%
    Year Founded
    Liberty Tax Service Franchise
    1972
    ATAX Franchise
    1986
    Year Franchised
    Liberty Tax Service Franchise
    1973
    ATAX Franchise
    2007
    Term Of Agreement
    Liberty Tax Service Franchise
    Perpetual
    ATAX Franchise
    -
    Renewal Fee
    Liberty Tax Service Franchise
    -
    ATAX Franchise
    -


    Business Experience Requirements

    Experience
    Liberty Tax Service Franchise

  • General business experience
  • Marketing skills
  • Customer service experience
  • ATAX Franchise
    -

    Financing Options

      In-House/3rd Party
    Franchise Fees
    Liberty Tax Service Franchise
    No/No
    ATAX Franchise
    -/-
    Start-up Costs
    Liberty Tax Service Franchise
    Yes/Yes
    ATAX Franchise
    -/-
    Equipment
    Liberty Tax Service Franchise
    Yes/Yes
    ATAX Franchise
    -/-
    Inventory
    Liberty Tax Service Franchise
    Yes/Yes
    ATAX Franchise
    -/-
    Receivables
    Liberty Tax Service Franchise
    Yes/Yes
    ATAX Franchise
    -/-
    Payroll
    Liberty Tax Service Franchise
    Yes/Yes
    ATAX Franchise
    -/-

    Training & Support

    Training
    Liberty Tax Service Franchise
    We'll start with a week-long session at our corporate office in Virginia Beach, VA; follow it up with online and printed manuals, traditional and non-traditional training methods, webinars, onsite training, off-site training, conference calls and newsletters. In short, we believe in training. On-The-Job Training: 20 hours Classroom Training: 40+ hours Additional Training: Additional training in various cities
    ATAX Franchise
    -
    Support
    Liberty Tax Service Franchise
    Competitive advantage, population trends, traffic counts, visibility and more-you won't go it alone. Our team of experienced Site Selectors works one-on-one to locate, negotiate and sign the perfect location for your Liberty Tax office. And with available territories throughout the US and Canada, we're fairly certain we can find the right location, right in your hometown. Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform
    ATAX Franchise
    -
    Marketing
    Liberty Tax Service Franchise
    Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
    ATAX Franchise
    -
    Operations
    Liberty Tax Service Franchise
    50% of all franchisees own more than one unit

    Number of employees needed to run franchised unit: 5 - 10

    Absentee ownership of franchise is allowed. (98% of current franchisees are owner/operators)

    ATAX Franchise
    -

    Expansion Plans

    US Expansion
    Liberty Tax Service Franchise
    Yes
    ATAX Franchise
    -
    Canada Expansion
    Liberty Tax Service Franchise
    Yes
    ATAX Franchise
    -
    International Expansion
    Liberty Tax Service Franchise
    Yes
    ATAX Franchise
    -

    Company Overviews

    About Liberty Tax Service

    Live Your Dream. Not Someone Else's. You have big dreams. You dream of success. Possess a passion. Believe in yourself. Won't accept average. We know that feeling. We're looking for dreamers who want to work for no one ... but themselves. Liberty franchisees are an exclusive group. We're not for everyone. We dream big. We are forward thinkers embracing proven marketing plans, working seasonally and connecting through cutting-edge social communications. We're high profile. Low investment. Family oriented. And taking the lead. Have what it takes? Join our dream team. We've been looking for you. We are talking to motivated people to operate Liberty Tax offices across the country. If you are prepared to jump in with both feet, now is the time. Read some more about us. Then when you're ready, Liberty Tax wants to talk to you. No Tax Experience? No Worries. As a Liberty Tax franchise owner, you'll have a proven system to follow that was 40+ years in the making. Our franchisees have access to more than 600 years of managerial experience, tax industry expertise and street-savvy marketing. Keep Your Day Job-If You Want To. Our franchisees work really hard for 3  months then spend the rest of the year pursuing other interests. Many of our current franchisees, have kept their day jobs. Many others have found other things to do when tax season comes to a close. Go on vacation. Raise alpacas. Learn to yodel. What you do with your time is up to you.
     We'll Take You To Our Leader  We are led by International Franchise Association Entrepreneur of the Year, John T. Hewitt. As Liberty's CEO and Founder he has weathered more than 42 tax seasons. He's seen the trends. He knows what's coming. He even worked with two of those other tax prep companies, who shall remain nameless. Based on his wealth of experience, Hewitt has led Liberty to open 3,800 offices in just 14 years-more than three times faster than any tax company-EVER. And Hewitt shares his insight with his franchisees, as a hands-on CEO, hosting conference calls, seminars and personally answering his e-mails.
     Low Costs. High Returns. Happy You. The Liberty Tax franchise investment is one of the most affordable out there. Shop around, look at others, even on this website. Go ahead. We have nothing to hide. It is simply a fact that Liberty Tax start-up costs are lower than many other franchises on Entrepreneur magazine's list of the "Top 500 Franchises". A seasonal workforce keeps overhead lower than nearly any other industry. Being a service-based operation, there is no inventory. No inventory. No worries about inventory loss.
     We Are Growing Crazy 

    Liberty Tax Service is prepared to open a Liberty Tax office every day, for the next year. We are ready to talk to people who are anxious to open a Liberty Tax in your city right now. With available territories in two countries, all 50 states from small-town USA to the largest metros, we need people who have that fire in their belly and a desire to succeed. If you have it, you'll know. Don't let someone else open a Liberty Tax in your hometown. Location. Location. Location. Be Prepared To Be The CEO Do hamburger franchise owners flip the burgers in their stores? No way. Liberty Tax franchisees are CEOs. You manage your store, payroll and marketing. You staff it. Network with other businesses. Connect with your community. This is not another job. And we are not hiring employees. You will be in business for yourself with a very powerful partner in the franchising community. Go ahead make your dreams with a reality. We can't wait to talk to you.

    Veteran Incentives  Special financing

    "franchiserankingscom"
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    #44 in Canada's Top franchises.

    "Entrepreneur
    #355 in Franchise 500 for 2020.





    About ATAX

    ATAX is one of the fastest growing tax preparation businesses guided by a team of seasoned professionals. ATAX is an innovative franchise business model which provides financial services, payroll, and cloud/web based bookkeeping/accounting product for all size of businesses, as well as federal and state individual and corporate tax preparation with electronic filing and a variety of refund options. Best of all, franchisees require no Special tax experience, due to the ATAX comprehensive training program and support services provided year-round. ATAX offers independent entrepreneurs a system for operating and marketing a professional tax preparation service along with the following products that generate revenue year-round:
    * Software and system for tax preparation Cloud/Web based bookkeeping/accounting software for small/med size businesses
    * Electronic filing of Federal and State Returns
    * Refund Loan Products
    * Direct Deposit services
    * Pre-paid Debit Cards (MasterCard or VISA
    * In-depth training and support
    * Complete advertising and marketing solutions
    * State-of-the-art technology and software
    * Toll free franchise assistance

    ""
    In Franchise Business Reviews Top 200.


    "Entrepreneur
    #439 in Franchise 500 for 2020.